Revenue segments as reported by the company.

Net interest income

Noninterest income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Provision for credit losses

Noninterest expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

JPMorgan Chase & Co

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. The bank was known as Chase Manhattan Bank until it merged with J.P. Morgan & Co. in 2000. Chase Manhattan Bank was formed by the merger of the Chase National Bank and The Manhattan Company in 1955. The bank has been headquartered in Columbus, Ohio since its merger with Bank One Corporation in 2004. The bank acquired the deposits and most assets of Washington Mutual.

Chase Manhattan Bank

Bank One Corporation was the sixth-largest bank in the United States. It traded on the New York Stock Exchange under the stock symbol ONE. The company merged with JPMorgan Chase & Co. on July 1, 2004. The company had its headquarters in the Bank One Plaza (now the Chase Tower) in the Chicago Loop in Chicago, Illinois, now the headquarters of Chase's retail banking division.

Bank One Corp

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following business segments: Consumer and Community Banking (CCB), Corporate and Investment Bank (CIB), Commercial Banking (CB), Asset and Wealth Management (AWM), and Corporate. The CCB segment serves consumers and businesses through personal service at bank branches and through automated teller machines, online, mobile, and telephone banking. The CIB segment offers a suite of investment banking, market-making, prime brokerage, lending, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, merchants, governments, and municipal entities. The CB segment provides comprehensive financial solutions, including lending, wholesale payments, investment banking and asset management products for middle market banking, corporate client banking, and commercial real estate banking. The AWM segment provides investment and wealth management services. The Corporate segment consists of treasury, chief investment office, and other corporate. The company was founded in 1968 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

JPMorgan Chase reports robust earnings, eyes growth amid challenges

JPMorgan Chase delivered strong financial performance in Q4 2022 and full-year 2022, driven by diversified revenue streams and prudent risk management practices.
While facing challenges related to regulatory changes and expense management, the firm remains focused on achieving its ROTCE target and optimizing operational efficiency.
Opportunities for growth include leveraging stability in consumer and small business segments, strategic acquisitions, and ongoing initiatives to enhance profitability.
Overall, JPMorgan's solid performance, strong capital position, and commitment to delivering shareholder value position the firm well for future success.

JPMorgan Chase posts robust Q1 earnings, eyes growth amid challenges

JPMorgan Chase's Q1 performance reflects strong financial health, prudent capital management, and strategic focus on growth opportunities amidst macroeconomic uncertainties and regulatory challenges. The company's emphasis on preparing for higher rates and exploring new strategies positions it well for future growth.

JPMorgan Chase posts robust Q2 earnings amidst market challenges

JPMorgan Chase delivered strong financial performance in Q2 2023, driven by robust net income, revenue, and business segment results.
While facing challenges in certain market segments and regulatory changes, the company is proactively addressing concerns and exploring opportunities for growth.
With a focus on financial strength, strategic planning, and proactive risk management, JPMorgan Chase is well-positioned to navigate uncertainties and capitalize on opportunities.
Anticipated adjustments in business strategies and pricing reflect a forward-looking approach to optimize performance and adapt to evolving market conditions.

JPMorgan Chase posts strong Q3 earnings amidst regulatory uncertainties

JPMorgan Chase delivered robust financial performance in Q3, driven by revenue growth and strong net income. While facing challenges from rising expenses and regulatory uncertainties, the bank remains optimistic about market stability and growth opportunities.

JPMorgan Chase posts robust earnings, eyes growth amid market challenges

JPMorgan Chase delivered strong financial performance in Q4 2023 and full-year 2023, driven by key segments like Investment Banking and Commercial Banking.
While facing challenges such as rising expenses and market uncertainties, the company remains focused on managing costs and capitalizing on growth opportunities.
Strategic initiatives in private credit markets, cautious buybacks, and a focus on credit quality position JPMorgan for continued success in a dynamic financial landscape.
The outlook for 2024 includes a balanced approach to navigating market conditions, regulatory changes, and potential rate cuts, aiming for sustained profitability.

JPMorgan Chase posts solid Q1 earnings amidst market challenges

JPMorgan Chase's Q1 2024 earnings reflect a mix of strengths and challenges across its business segments. The bank remains cautious about interest rate scenarios and regulatory impacts while focusing on optimizing returns and strategic investments. Opportunities exist in Investment Banking growth, fee wallet expansion, and Wholesale Payments business resilience.

JPMorgan Chase reports stellar Q2 earnings amidst regulatory challenges

JPMorgan Chase's Q2 performance reflects strong financial health and operational excellence across its diverse business segments, driving significant net income and EPS.
While the firm faces challenges related to regulatory changes and cost management, its solid revenue growth and dividend increase signal confidence in future prospects.
By leveraging its strengths in Investment Banking, Consumer & Community Banking, and Asset Management, JPMorgan Chase can capitalize on opportunities for growth and value creation.
Navigating the evolving financial landscape and addressing key concerns will be crucial for the firm to maintain its competitive edge and deliver sustainable shareholder returns.

JPMorgan Chase posts robust Q3 earnings amidst margin challenges

JPMorgan Chase delivered strong Q3 results with notable revenue and earnings across its business segments.
While facing challenges such as expense management and potential margin compression, the bank remains well-positioned.
Opportunities lie in capital deployment, growth strategies, and enhancing deposit margins to drive future performance.
Overall, JPMorgan's performance reflects resilience, market leadership, and a focus on long-term growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Apple

Ares Capital

Bank of America

BHP Billiton

Blackrock Inc

British American Tobacco

Alphabet

iShares Core High Dividend ETF

Johnson & Johnson

Coca-Cola

Mastercard

Main Street Capital

Altria

Microsoft

NIKE

Realty Income Corp

PepsiCo

Pfizer

Philip Morris

Cohen & Steers Quality Income Realty Fund

Royal Bank of Canada

Schwab US Dividend Equity ETF

AT&T

TCP Capital

I will demonstrate how you could allocate the amount of $100,000 by following the current composition of The Dividend Income Accelerator Portfolio, effectively balancing dividend income and dividend growth. Potential benefits of its implementation are a reduced portfolio risk level, stable dividend income, strong potential for dividend growth and capital appreciation, and elevated chances of an attractive Total Return. The dividend portfolio presently offers you a Weighted Average Dividend Yield [FWD] of 4.20%, with a 5-Year Weighted Average Dividend Growth Rate [CAGR] of 7.31%.

How To Allocate $100,000 In A Dividend Portfolio: A Strategic Guide For Income And Growth

JPMorgan's fundamentals are strong, with positive growth across its four main segments, particularly in Commercial Banking and Asset & Wealth Management. JPMorgan demonstrates excellent financial stability and strong management with top rankings in operational efficiency, ROA, and ROE. JPMorgan's bonds are a superior choice due to their higher coupon rate, credit rating, asset claim priority, and government protection in times of liquidation.

JPMorgan: Attractive Fixed Income Securities

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does JPMorgan Chase & Co. (JPM) have what it takes?

JPMorgan Chase & Co. (JPM) Could Be a Great Choice

JPMorgan's strong performance has been driven by high net interest income and a favorable interest rate environment. Concerns linger about future earnings due to potential decreases in net interest income, but I think their diversified revenue model and strategic investments provide optimism. Lower interest rates could actually benefit JPMorgan through reduced loan charge-offs and strong performance in non-lending operations, supporting the potential for an upside in the stock price.

JPMorgan: Even Better As Interest Rates Drop

NEW YORK--(BUSINESS WIRE)--JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) has made an announcement concerning its preferred stock. Information can be found on the Firm's Investor Relations website at https://www.jpmorganchase.com/ir/news. JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $4.1 trillion in assets and $341 billion in stockholders' equity as of.

JPMorganChase Announcement Concerning Preferred Stock

The latest trading day saw JPMorgan Chase & Co. (JPM) settling at $215.45, representing a +0.69% change from its previous close.

Here's Why JPMorgan Chase & Co. (JPM) Gained But Lagged the Market Today

Suncor Energy

Despite broader market indexes reaching new highs, driven mainly by tech stock momentum, many companies have faced plummeting valuations due to worsening macroeconomic conditions.

Time To Buy These 3 Extremely Undervalued Stocks

Here is how JPMorgan Chase & Co. (JPM) and CaixaBank, S.A. Unsponsored ADR (CAIXY) have performed compared to their sector so far this year.

Are Finance Stocks Lagging JPMorgan Chase & Co. (JPM) This Year?

HSBC Holdings

Including companies that have an attractive Valuation can reduce the volatility and overall risk level of your portfolio due to a reduced portfolio downside risk. In today's article I will present you with three value picks from the Financial Sector: each has an attractive Valuation, is financially healthy and has an excellent competitive position. While HSBC pays an attractive Dividend Yield [FWD] of 7.26%, JPMorgan has impressive dividend growth metrics, underlined by its 10-Year Dividend Growth Rate [CAGR] of 10.83%.

3 Top Financial Sector Value Picks: One Offers A 7%+ Dividend Yield

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Should You Invest in JPMorgan Chase & Co. (JPM) Based on Bullish Wall Street Views?

Spence to continue global momentum for active ETF business NEW YORK , Aug. 15, 2024 /PRNewswire/ -- J.P. Morgan Asset Management ("The Firm") today announced the appointment of Travis Spence as Global Head of ETFs, effective immediately.

J.P. Morgan Asset Management Appoints Travis Spence as Global Head of ETFs

Speculation among insiders at JPMorgan is rife that Daniel Pinto, president of the bank, could be on his way out after an organizational restructure.

JPMorgan CEO Jamie Dimon's No. 2 sees power base eroded by boss' executive reshuffle: report

Citigroup

Wells Fargo

For the most part, 2024 has been a year of relative success for financial stocks, as the sector has been able to provide strong returns to investors amid a U.S. economy that could be reaching a breakpoint for the average consumer. Recently, Bank of America (NYSE: BAC ) CEO Brian Moynihan attributed this spending slowdown to a maintenance of lifestyles acquired during the pandemic-era stimulus checks.

3 Financial Stocks Poised for a Comeback After Last Week's Market Meltdown

PNC Financial Services

It's been a challenging start to the third quarter of 2024 for many stocks throughout the financial sector, and banking is no different. However, plenty of indicators suggest that the brightest bank stocks on Wall Street are well-placed to mount a recovery for investors.

3 Bank Stocks to Buy on the Dip: August 2024

When you invest in bank stocks, you are investing in institutions that offer credit cards, insurance, banking services and other financial services.  Since the banking industry is at the heart of the global economy, you should have some bank stocks in your portfolio.

The 3 Best Bank Stocks to Buy in August 2024

NEW YORK--(BUSINESS WIRE)--Daniel Pinto, President and Chief Operating Officer of JPMorgan Chase & Co., will present at the Barclays Global Financial Services Conference on Tuesday, September 10, 2024 at 9:45 a.m. (Eastern). The conference will be held at the Sheraton Times Square in New York City. A live audio webcast will be available on the day of the conference at www.jpmorganchase.com under Investor Relations, Events & Presentations. JPMorgan Chase & Co. (NYSE: JPM) is a leadin.

JPMorganChase to Present at the Barclays Global Financial Services Conference

Shopify

Super Micro Computer

The Federal Reserve was unlikely to cut rates next week, but Wall Street anticipates a September reduction.

Fed Alert: If Rates Come Down, These Are 3 Stocks Are Going to Soar

Morgan Stanley

Mitsubishi UFJ Financial

Charles Schwab

Sumitomo Mitsui Financial Group

U.S. Bancorp

While interest rates remain high, it offers a good opportunity to investors to consider these financial stocks for rising interest rates. An increase in interest rates often results in increased net interest margins for banks and other financial institutions.

7 Financial Stocks That Could Benefit from Rising Interest Rates

JPMorgan Chase has joined the masses in voicing their concerns over an impending recession following the release of the July jobs report. Indeed, the investment banking firm has recently raised the U.S. recession probability to 35% for an economic downturn by the end of this year, up from 25%.

JPMorgan Says U.S. Recession Probability Up to 35%

JPMorgan Chase & Co. (JPM) is giving its employees access to a generative AI assistant built by the makers of OpenAI. More than 60,000 employees already have access to the program, known as LLM Suite, according to a CNBC report that was confirmed by a spokesperson to Investopedia.

JPMorgan Launches AI Assistant for 60,000 Employees

Many practitioners misunderstand technical analysis. They look for patterns on charts without understanding the price action that makes these patterns form.

Stock Of The Day: Is JPMorgan About To Head Lower?

The CFPB probes major banks like JPMorgan (JPM), BofA (BAC) and Well Fargo (WFC) over their handling of customer funds on the peer-to-peer payments platform Zelle.

JPMorgan, BofA & Others Face CFPB's Probe Over Zelle Fraud

Funds leverage advanced data insights NEW YORK , Aug. 8, 2024 /PRNewswire/ -- J.P. Morgan Asset Management (JPMAM) today announced the launch of the JPMorgan Fundamental Data Science (FDS) Suite on the Nasdaq Stock Exchange.

JPMorgan Asset Management Launches Fundamental Data Science ETF Suite on Nasdaq

The Consumer Financial Protection Bureau is investigating major U.S. banks for their handling of customer funds on the peer-to-peer payments platform Zelle Network, the Wall Street Journal reported on Wednesday.

Big banks are under investigation for Zelle scams

Procter & Gamble

T-Mobile US

With the month of August kicking off, now is a great time to find the most promising value stocks to buy. These companies typically are market leaders in their industry that may be trading at a discount to their intrinsic value.

News for JPMorgan Chase & Co Stock (JPM)